+47.2%
XYZ vs SOXQ
+235.9%
-188.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -1.1% |
| 7D | -3.7% | +5.2% | -9.0% | -6.1% |
| 30D | +0.5% | -0.5% | +1.1% | +0.5% |
| 3M | +16.3% | -5.6% | +21.9% | +15.9% |
| 6M | +21.1% | +53.0% | -31.9% | -10.9% |
| YTD | +22.0% | +68.8% | -46.8% | -16.2% |
| 1Y | +5.2% | +105.7% | -100.6% | -36.8% |
| All | +47.2% | +235.9% | -188.7% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling